CPA Wealth Advisors Atlanta Podcast: How to Prioritize Retirement Planning, While Maximizing Social Security and Other Assets to Create Retirement Income.

CPA Wealth Advisors Atlanta Podcast: How to Prioritize Retir...

Woody Alpern and CPA Wealth Advisors, LLC

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The CPA Wealth Advisors demonstrate the importance of developing a retirement action plan to maximize income, legally reduce taxes in retirement with strategies to keep your hard-earned dollars in your pocket. Your #1 goal in retirement is to stay retired. You don’t ever want to be in a position where you’re FORCED to return to work or become a burden on your family. That’s the worst-case scenario. How do you STAY retired? The answer is having a thoughtful and comprehensive retirement game plan. A key component of that plan is to have an income strategy that will stand the test of time, and increase over time, so you can maintain your same lifestyle in retirement. Do you have a stockbroker or financial advisor who’s helping you with retirement planning? If so, do you really know their credentials? Are your financial decisions being guided by someone who just wants to make a commission, or are they a “fiduciary?” It’s critical you understand the difference. Selecting a fiduciary translates to hiring a person or firm with a legal obligation to do what’s best for you; not what’s best for their wallet. Retiring successfully is no accident. It’s not about your “returns” or achieving some arbitrary number. It’s about a comprehensive RETIREMENT PLAN that addresses: risk, diversification, income, taxes, social security, healthcare, inflation, withdrawal strategies and so much more. Anyone living an enjoyable retirement didn’t get there by winging it. It’s not a matter of IF you need a plan; it’s a matter of WHO will help you create that plan. Contact the CPA Wealth Advisors to get a custom 5-Point Retirement Action Plan that identifies: 1) Concrete steps to protect your life savings 2) How to transform your savings into an income workhorse in retirement 3) How to potentially reduce your taxes in retirement and keep this money for yourself 4) How and when to wring every nickel from your social security benefits and 5) Why so many traditional retirement plans fail. Take control of your finances and your retirement income. To get your FREE customized Retirement Action Plan, call the CPA Wealth Advisors at 678-671-3779
...Read More
The CPA Wealth Advisors demonstrate the importance of developing a retirement action plan to maximize income, legally reduce taxes in retirement with strategies to keep your hard-earned dollars in your pocket. Your #1 goal in retirement is to stay retired. You don’t ever want to be in a position where you’re FORCED to return to work or become a burden on your family. That’s the worst-case scenario. How do you STAY retired? The answer is having a thoughtful and comprehensive retirement game plan. A key component of that plan is to have an income strategy that will stand the test of time, and increase over time, so you can maintain your same lifestyle in retirement. Do you have a stockbroker or financial advisor who’s helping you with retirement planning? If so, do you really know their credentials? Are your financial decisions being guided by someone who just wants to make a commission, or are they a “fiduciary?” It’s critical you understand the difference. Selecting a fiduciary translates to hiring a person or firm with a legal obligation to do what’s best for you; not what’s best for their wallet. Retiring successfully is no accident. It’s not about your “returns” or achieving some arbitrary number. It’s about a comprehensive RETIREMENT PLAN that addresses: risk, diversification, income, taxes, social security, healthcare, inflation, withdrawal strategies and so much more. Anyone living an enjoyable retirement didn’t get there by winging it. It’s not a matter of IF you need a plan; it’s a matter of WHO will help you create that plan. Contact the CPA Wealth Advisors to get a custom 5-Point Retirement Action Plan that identifies: 1) Concrete steps to protect your life savings 2) How to transform your savings into an income workhorse in retirement 3) How to potentially reduce your taxes in retirement and keep this money for yourself 4) How and when to wring every nickel from your social security benefits and 5) Why so many traditional retirement plans fail. Take control of your finances and your retirement income. To get your FREE customized Retirement Action Plan, call the CPA Wealth Advisors at 678-671-3779
...Read More
Episodes (95)
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Your Best Bets for Genera...

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Your Best Bets for G...

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7 Hidden Risks that Threa...

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7 Hidden Risks that ...

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The Dark Side of Your IRA...

29 Jun 2019 | 39 mins 58 secs

The Dark Side of You...

29 Jun 2019 | 39 mins 58 secs

5 Strategies to Help You ...

01 Jun 2019 | 38 mins 25 secs

5 Strategies to Help...

01 Jun 2019 | 38 mins 25 secs

6 Out of 10 Americans Ret...

18 May 2019 | 42 mins 24 secs

6 Out of 10 American...

18 May 2019 | 42 mins 24 secs

The Financial Challenges ...

11 May 2019 | 42 mins 03 secs

The Financial Challe...

11 May 2019 | 42 mins 03 secs

The Ultimate Guide to Gen...

04 May 2019 | 42 mins 25 secs

The Ultimate Guide t...

04 May 2019 | 42 mins 25 secs

5 Ways to Help You Get Mo...

27 Apr 2019 | 43 mins 04 secs

5 Ways to Help You G...

27 Apr 2019 | 43 mins 04 secs

Why You're Not as Prepare...

20 Apr 2019 | 42 mins 13 secs

Why You're Not as Pr...

20 Apr 2019 | 42 mins 13 secs

The Difference between Ta...

13 Apr 2019 | 41 mins 58 secs

The Difference betwe...

13 Apr 2019 | 41 mins 58 secs

5 Smart Social Security S...

30 Mar 2019 | 42 mins 18 secs

5 Smart Social Secur...

30 Mar 2019 | 42 mins 18 secs

5 Things You CAN Control ...

23 Mar 2019 | 42 mins

5 Things You CAN Con...

23 Mar 2019 | 42 mins

Sequence of Returns Risk....

15 Dec 2018 | 42 mins 35 secs

Sequence of Returns ...

15 Dec 2018 | 42 mins 35 secs

The Financial Consequence...

08 Dec 2018 | 43 mins 22 secs

The Financial Conseq...

08 Dec 2018 | 43 mins 22 secs

A Social Security Crash C...

01 Dec 2018 | 42 mins 43 secs

A Social Security Cr...

01 Dec 2018 | 42 mins 43 secs